See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Recordkeeping | $5,482 |
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES INC Service code 13 | Contract Administrator | $5,482 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,613 | $70,002+105.2% | $115,037+24.8% | $52,331+174.4% |
| Participation rate | 97.9% | 72.1%+25.8pp | 81.4%+16.5pp | 68.1%+29.8pp |
| Annual return | -1.16% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,293 | $2,715-52.4% | $4,608-71.9% | $1,882-31.3% |
| Participant deferral / active EE | $8,838 | $4,920+79.6% | $6,026+46.7% | $3,022+192.4% |
| Admin fee / account holder | $28 | $566-95.1% | $8,175-99.7% | $592-95.3% |